Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 4-year trajectory for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,098 | $92,798-44.9% | $96,707-47.2% | $137,256-62.8% |
| Participation rate | 100.0% | 81.6%+18.4pp | 80.4%+19.6pp | 80.0%+20.0pp |
| Annual return | 22.88% | 31.24%-8.4pp | 34.78%-11.9pp | 220.34%-197.5pp |
| Employer contribution / active EE | $6,398 | $4,147+54.3% | $4,191+52.6% | $4,156+53.9% |
| Participant deferral / active EE | $11,226 | $5,877+91.0% | $5,997+87.2% | $6,407+75.2% |
| Admin fee / account holder | $57 | $7,946-99.3% | $7,503-99.2% | $12,270-99.5% |